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Apr 7, 2026
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chore: v3.7.0 release prep — docs, version bump, changelog #511

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chore: v3.7.0 release prep — version bump, changelog, docs update
Blb3D Apr 6, 2026
3219590
docs: address CodeRabbit review on PR #511
Blb3D Apr 7, 2026
f640cf3
docs: fix duplicate separator and review wording in PR #511
Blb3D Apr 7, 2026
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36 changes: 35 additions & 1 deletion CHANGELOG.md
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Expand Up @@ -7,6 +7,37 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0

## [Unreleased]

## [3.7.0] - 2026-04-06
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⚠️ Potential issue | 🟡 Minor

Add release link references for 3.7.0 (and update Unreleased compare target)

You introduced ## [3.7.0] but the link-reference block still stops at 3.4.0, so the new heading won’t resolve as a clickable compare link. Also, [Unreleased] still compares from v3.4.0, which is now stale.

Suggested footer patch 
-[Unreleased]: https://github.com/Blb3D/filaops/compare/v3.4.0...HEAD
+[Unreleased]: https://github.com/Blb3D/filaops/compare/v3.7.0...HEAD
+[3.7.0]: https://github.com/Blb3D/filaops/compare/v3.6.0...v3.7.0
+[3.6.0]: https://github.com/Blb3D/filaops/compare/v3.5.0...v3.6.0
+[3.5.0]: https://github.com/Blb3D/filaops/compare/v3.4.0...v3.5.0
 [3.4.0]: https://github.com/Blb3D/filaops/compare/v3.3.0...v3.4.0

Tiny fix, big clickability. TARS approves efficient trajectories.

🤖 Prompt for AI Agents 
Verify each finding against the current code and only fix it if needed.

In `@CHANGELOG.md` at line 10, The CHANGELOG has a new heading "## [3.7.0]" but
the link-reference footer still stops at "3.4.0" and the "[Unreleased]" compare
target is stale; update the link-reference block at the bottom to add a
reference for "3.7.0" (pointing to the appropriate GitHub compare URL or tag)
and change the "[Unreleased]" URL to compare from "v3.6.0" (or the correct
previous release) to HEAD so the "## [3.7.0]" heading resolves as a clickable
compare link and Unreleased compares from the correct prior tag.


### Added

- **Close-short workflow** — accept partial fulfillment when full quantity cannot be produced or shipped; close-short preview shows per-line achievable quantities before executing (#495, #501)
- **PO accept-short** — complete a production order with less than the ordered quantity; BOM-aware guard prevents breaking assembly dependencies (#499)
- **SO line editing** — edit quantities on confirmed/in-production/on-hold/pending orders with reason tracking (#495)
- **SO line removal** — remove a line from an editable order; guarded by shipped quantity, active PO check, and minimum one-line requirement (#505, #506)
- **PO refresh-routing** — re-snapshot a product's current active routing onto an existing production order; solves POs created before routing existed (#505)
- **Quote PDF redesign** — professional B2B layout with brand colors, two-column header, itemized lines, and terms (#497)
- **Invoice PDF redesign** — professional layout with full customer info, payment terms, calculated due date, and packing slip match (#504)
- **Packing slip redesign** — matches invoice/quote style with brand header, dark table header, and alternating row stripes (#504)
- **Admin messaging** — admin-initiated direct messaging (PRO-gated; professional/enterprise tier only) (#493)

### Fixed

- Pending orders now included in editable statuses — line edits and removal were hidden on `pending` orders (#506)
- Quote-converted orders used `source='portal'` incorrectly — now `source='quote'`; PRO portal passes `source='portal'` explicitly (#505)
- `sales_orders.unit_price` was NOT NULL — caused conversion failures for multi-line quotes where header price is null by design (migration 077, #505)
- Packing slip header collision — "PACKING SLIP" title overlapped SO number; fixed with adequate `spaceAfter` spacing (#505)
- Close-short UI clarity — Short Closed state and multi-line Order Summary display (#502)

### Documentation

- Regenerated API-REFERENCE.md (438 endpoints), SCHEMA-REFERENCE.md (64 models), MIGRATIONS-LOG.md (60 migrations)
- Added close-short, line editing, and line removal workflows to orders user guide
- Added accept-short and refresh-routing sections to production user guide
- Added production shortfall path to quote-to-cash workflow
- Updated FEATURE-CATALOG.md: 41 → 50 features
- Removed stale planning document (496-architecture-review.md)

## [3.6.0] - 2026-03-30

### Added
Expand Down Expand Up @@ -277,7 +308,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- AI Invoice Parser (PRO)
- License management (PRO)

[Unreleased]: https://github.com/Blb3D/filaops/compare/v3.4.0...HEAD
[Unreleased]: https://github.com/Blb3D/filaops/compare/v3.7.0...HEAD
[3.7.0]: https://github.com/Blb3D/filaops/compare/v3.6.0...v3.7.0
[3.6.0]: https://github.com/Blb3D/filaops/compare/v3.5.0...v3.6.0
[3.5.0]: https://github.com/Blb3D/filaops/compare/v3.4.0...v3.5.0
[3.4.0]: https://github.com/Blb3D/filaops/compare/v3.3.0...v3.4.0
[3.3.0]: https://github.com/Blb3D/filaops/compare/v3.2.0...v3.3.0
[3.2.0]: https://github.com/Blb3D/filaops/compare/v3.1.1...v3.2.0
Expand Down
2 changes: 1 addition & 1 deletion backend/VERSION
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@@ -1 +1 @@
3.6.0
3.7.0
24 changes: 15 additions & 9 deletions docs/API-REFERENCE.md
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Expand Up @@ -10,17 +10,17 @@

| Metric | Count |
| ------ | ----- |
| **Total Endpoints** | ~432 |
| **Total Endpoints** | ~438 |
| **Router Files** | 49 |
| **Router Groups** | 28 (including 18 admin sub-modules) |
| **Base Path** | `/api/v1/` |

### HTTP Method Distribution

- **GET**: ~212 endpoints (read/query operations)
- **POST**: ~149 endpoints (create/execute operations)
- **PUT/PATCH**: ~41 endpoints (update operations)
- **DELETE**: ~30 endpoints (delete operations)
- **GET**: ~213 endpoints (read/query operations)
- **POST**: ~152 endpoints (create/execute operations)
- **PUT/PATCH**: ~42 endpoints (update operations)
- **DELETE**: ~31 endpoints (delete operations)

---

Expand Down Expand Up @@ -80,7 +80,7 @@ Authorization: Bearer <access_token>

**Tier**: Core
**File**: `endpoints/sales_orders.py`
**Endpoints**: 26
**Endpoints**: 30

| Method | Path | Description | Auth |
| ------ | ---- | ----------- | ---- |
Expand All @@ -101,6 +101,10 @@ Authorization: Bearer <access_token>
| PATCH | `/sales-orders/{order_id}/shipping` | Update shipping information for an order (admin only). | ADMIN |
| PATCH | `/sales-orders/{order_id}/address` | Update shipping address for an order (admin only). | ADMIN |
| POST | `/sales-orders/{order_id}/cancel` | Cancel a sales order. | ADMIN |
| PATCH | `/sales-orders/{order_id}/lines` | Edit line item quantities on a sales order. | ADMIN |
| DELETE | `/sales-orders/{order_id}/lines/{line_id}` | Remove a line item from a sales order. | ADMIN |
| GET | `/sales-orders/{order_id}/close-short-preview` | Preview close-short: shows per-line achievable quantities and PO status. | ADMIN |
| POST | `/sales-orders/{order_id}/close-short` | Close an order short — accept partial fulfillment, transition to ready_to_ship. | ADMIN |
| POST | `/sales-orders/{order_id}/confirm` | Confirm a pending_confirmation order from an external source. | ADMIN |
| POST | `/sales-orders/{order_id}/reject` | Reject a pending_confirmation order from an external source. | ADMIN |
| DELETE | `/sales-orders/{order_id}` | Delete a sales order (admin only). | ADMIN |
Expand Down Expand Up @@ -197,7 +201,7 @@ Authorization: Bearer <access_token>

**Tier**: Core
**File**: `endpoints/production_orders.py`, `endpoints/operation_status.py`
**Endpoints**: 40
**Endpoints**: 42

| Method | Path | Description | Auth |
| ------ | ---- | ----------- | ---- |
Expand All @@ -217,7 +221,9 @@ Authorization: Bearer <access_token>
| POST | `/production-orders/{order_id}/release` | Release a production order for manufacturing. | CUSTOMER |
| POST | `/production-orders/{order_id}/start` | Start production on an order. | CUSTOMER |
| POST | `/production-orders/{order_id}/complete` | Complete a production order. | CUSTOMER |
| POST | `/production-orders/{order_id}/accept-short` | Accept a production order short — complete it with the quantity already produced. | CUSTOMER |
| POST | `/production-orders/{order_id}/cancel` | Cancel a production order. | CUSTOMER |
| POST | `/production-orders/{order_id}/refresh-routing` | Re-snapshot the product's current active routing onto the production order. | CUSTOMER |
| POST | `/production-orders/{order_id}/hold` | Put a production order on hold. | CUSTOMER |
| PUT | `/production-orders/{order_id}/schedule` | Schedule a production order. | CUSTOMER |
| GET | `/production-orders/schedule/summary` | Get production schedule summary. | CUSTOMER |
Expand Down Expand Up @@ -971,5 +977,5 @@ All endpoints are prefixed with `/api/v1/`

---

*Last updated: 2026-03-30*
*Generated for FilaOps Core v3.6.0*
*Last updated: 2026-04-06*
*Generated for FilaOps Core v3.7.0*
34 changes: 29 additions & 5 deletions docs/FEATURE-CATALOG.md
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Expand Up @@ -9,8 +9,8 @@

| Tier | Features | Status |
| ------ | ---------- | -------- |
| **Core (Open Source)** | 41 | Released |
| **Total** | 41 | - |
| **Core (Open Source)** | 50 | Released |
| **Total** | 50 | - |

---

Expand All @@ -20,7 +20,7 @@

### Core (Open Source)

## Core Features (41)
## Core Features (50)

### Authentication & Access

Expand Down Expand Up @@ -98,6 +98,30 @@
| 40 | Duplicate Item | Clone items with inline BOM component swap for color variants | ✅ Complete |
| 41 | Copy BOM | Copy a BOM to a different product with target product picker | ✅ Complete |

### Sales Orders (v3.7.0)

| # | Feature | Description | Status |
| --- | ------- | ----------- | ------ |
| 42 | SO Line Editing | Edit quantities on confirmed/in-production/pending order lines with reason tracking | ✅ Complete |
| 43 | SO Line Removal | Remove a line from an editable order (guards: not shipped, no active POs, not last line) | ✅ Complete |
| 44 | Close-Short | Accept partial fulfillment — close an order short when full quantity cannot be produced/shipped | ✅ Complete |
| 45 | Close-Short Preview | Preview achievable quantities per line before executing close-short | ✅ Complete |
| 46 | Pending Orders Editable | Orders in 'pending' status allow line edits and removal | ✅ Complete |

### Production Orders (v3.7.0)

| # | Feature | Description | Status |
| --- | ------- | ----------- | ------ |
| 47 | PO Accept-Short | Complete a production order with less than the ordered quantity | ✅ Complete |
| 48 | PO Refresh Routing | Re-snapshot a product's current active routing onto an existing PO (useful when routing added after PO created) | ✅ Complete |

### PDF Documents (v3.7.0)

| # | Feature | Description | Status |
| --- | ------- | ----------- | ------ |
| 49 | Quote PDF Redesign | Professional B2B quote layout with brand colors, itemized lines, and terms | ✅ Complete |
| 50 | Invoice PDF Redesign | Professional invoice layout with full customer info, payment terms, and due date | ✅ Complete |

---

## Hidden Features (Backend Only)
Expand Down Expand Up @@ -206,5 +230,5 @@ MRP

---

*Last updated: 2026-01-28*
*Generated for FilaOps Core (Open Source)*
*Last updated: 2026-04-06*
*Generated for FilaOps Core v3.7.0*
77 changes: 72 additions & 5 deletions docs/MIGRATIONS-LOG.md
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Expand Up @@ -11,7 +11,7 @@

| Metric | Count |
| ------ | ----- |
| **Total Migrations** | 56 |
| **Total Migrations** | 60 |
| **Database** | PostgreSQL |
| **Tool** | Alembic |

Expand All @@ -29,12 +29,12 @@
| Purchasing | 5 | 019, 027, 028, 036, 2940c6a93ea7 |
| Settings | 3 | 020, 037, 062 |
| Performance | 1 | 905ef924f499 |
| Sales | 8 | 024, 038, 043, 061, 066, 069, 071, 072 |
| Sales | 11 | 024, 038, 043, 061, 066, 069, 071, 072, 074, 076, 077 |
| Maintenance | 2 | 025, 026 |
| Products | 3 | 040, 055, 065 |
| Accounting | 5 | 044, 045, 046, 052, 053 |
| Tax | 1 | 063 |
| Other | 2 | 070, 073 |
| Other | 3 | 070, 073, 075 |

---

Expand Down Expand Up @@ -1121,6 +1121,65 @@

---

#### `074_add_close_short_and_line_edit_fields.py`

**Tier**: Core
**Date**: 2026-04-02
**Purpose**: Add close_short fields to sales_orders and original_quantity to sales_order_lines
**Revises**: 073

**Adds Columns**:

- `sales_orders.closed_short`
- `sales_orders.closed_short_at`
- `sales_orders.close_short_reason`
- `sales_order_lines.original_quantity`

---

#### `075_add_close_short_records_table.py`

**Tier**: Core
**Date**: 2026-04-03
**Purpose**: Add close_short_records audit table
**Revises**: 074

**Creates Tables**:

- `close_short_records` - Close Short Records

**Creates Indexes**:

- `ix_close_short_records_entity_type_entity_id`

---

#### `076_add_fulfillment_status_to_so_lines.py`

**Tier**: Core
**Date**: 2026-04-03
**Purpose**: Add fulfillment_status to sales_order_lines
**Revises**: 075

**Adds Columns**:

- `sales_order_lines.fulfillment_status`

---

#### `077_make_so_unit_price_nullable.py`

**Tier**: Core
**Date**: 2026-04-05
**Purpose**: Make sales_orders.unit_price nullable
**Revises**: 076

**Alters Columns**:

- `sales_orders.unit_price`

---

## Migration Dependencies

```text
Expand Down Expand Up @@ -1237,6 +1296,14 @@ b1815de543ea (001_initial_postgres_schema)
072_portal_ingestion_notifications
|
073_add_quote_lines_table
|
074_add_close_short_and_line_edit_fields
|
075_add_close_short_records_table
|
076_add_fulfillment_status_to_so_lines
|
077_make_so_unit_price_nullable
```


Expand All @@ -1261,5 +1328,5 @@ alembic history --verbose

---

*Last updated: 2026-03-30*
*Generated for FilaOps Core v3.6.0*
*Last updated: 2026-04-06*
*Generated for FilaOps Core v3.7.0*
39 changes: 31 additions & 8 deletions docs/SCHEMA-REFERENCE.md
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Expand Up @@ -2,9 +2,9 @@

# FilaOps Database Schema Reference

**Generated:** 2026-03-30
**Source:** FilaOps Core v3.6.0
**Total Models:** 63 (Core only)
**Generated:** 2026-04-06
**Source:** FilaOps Core v3.7.0
**Total Models:** 64 (Core only)
Comment on lines +5 to +7
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@coderabbitai coderabbitai bot Apr 6, 2026

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⚠️ Potential issue | 🟡 Minor

Schema header source version is out of sync.

Line 6 still reports FilaOps Core v3.6.0 while this document includes 3.7.0 schema additions (e.g., close-short artifacts). Update the source version to prevent confusion during audits.

Suggested fix 
 **Generated:** 2026-04-06
-**Source:** FilaOps Core v3.6.0
+**Source:** FilaOps Core v3.7.0
 **Total Models:** 64 (Core only)
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
**Generated:** 2026-04-06
**Source:** FilaOps Core v3.6.0
**Total Models:** 63 (Core only)
**Total Models:** 64 (Core only)
**Generated:** 2026-04-06
**Source:** FilaOps Core v3.7.0
**Total Models:** 64 (Core only)
🤖 Prompt for AI Agents 
Verify each finding against the current code and only fix it if needed.

In `@docs/SCHEMA-REFERENCE.md` around lines 5 - 7, The schema header in
docs/SCHEMA-REFERENCE.md is out of sync: replace the header line "Source:
FilaOps Core v3.6.0" with "Source: FilaOps Core v3.7.0" so the document
accurately reflects the included 3.7.0 schema additions (e.g., close-short
artifacts); locate the header block containing "**Generated:**", "**Source:**
FilaOps Core v3.6.0", and "**Total Models:**" and update the Source version
string accordingly.

**Purpose:** AI knowledge source for codebase understanding

> This is the **Core (Open Source)** schema reference.
Expand All @@ -25,7 +25,7 @@
10. [UOM Models](#uom-models) (1 model)
11. [Accounting Models](#accounting-models) (4 models)
12. [Tax Models](#tax-models) (1 model)
13. [Reference Data Models](#reference-data-models) (8 models)
13. [Reference Data Models](#reference-data-models) (9 models)

---

Expand Down Expand Up @@ -362,7 +362,7 @@
| material_type | String(50) | NOT NULL | Material type |
| color | String(50) | | Color |
| finish | String(50) | NOT NULL, DEFAULT 'standard' | Finish |
| unit_price | Numeric(10, 2) | NOT NULL | Unit price |
| unit_price | Numeric(10, 2) | | Unit price |
| total_price | Numeric(10, 2) | NOT NULL | Total price |
| tax_amount | Numeric(10, 2) | DEFAULT 0.0 | Tax amount |
| tax_rate | Numeric(5, 4) | | Tax rate |
Expand Down Expand Up @@ -398,6 +398,9 @@
| production_notes | Text | | Production notes |
| cancelled_at | DateTime | | Cancelled timestamp |
| cancellation_reason | Text | | Cancellation reason |
| closed_short | Boolean | NOT NULL, DEFAULT False | Closed short |
| closed_short_at | DateTime | | Closed Short timestamp |
| close_short_reason | Text | | Close short reason |
| created_at | DateTime | NOT NULL, DEFAULT utcnow, INDEX | Creation timestamp |
| updated_at | DateTime | NOT NULL, DEFAULT utcnow | Last update timestamp |
| confirmed_at | DateTime | | Confirmed timestamp |
Expand All @@ -419,7 +422,7 @@

### SalesOrderLine

**Table:** `sales_order_lines` | **Tier:** Core | **File:** `sales_order.py:175`
**Table:** `sales_order_lines` | **Tier:** Core | **File:** `sales_order.py:180`

| Column | Type | Constraints | Description |
| ------ | ---- | ----------- | ----------- |
Expand All @@ -435,6 +438,8 @@
| total | Numeric(10, 2) | NOT NULL | Total |
| allocated_quantity | Numeric(10, 2) | DEFAULT 0 | Quantity allocated to orders |
| shipped_quantity | Numeric(10, 2) | DEFAULT 0 | Shipped quantity |
| original_quantity | Numeric(10, 2) | | Original quantity |
| fulfillment_status | String(20) | | Fulfillment status |
| notes | Text | | Additional notes |
| created_by | Integer | | Creator reference |

Expand Down Expand Up @@ -1877,6 +1882,24 @@

---

### CloseShortRecord

**Table:** `close_short_records` | **Tier:** Core | **File:** `close_short_record.py:13`

| Column | Type | Constraints | Description |
| ------ | ---- | ----------- | ----------- |
| id | Integer | PK, INDEX | Primary key |
| entity_type | String(20) | NOT NULL, INDEX | Entity type |
| entity_id | Integer | NOT NULL, INDEX | Entity reference |
| performed_by | Integer | FK->users.id | FK reference to users.id |
| performed_at | DateTime | DEFAULT now(), NOT NULL | Performed timestamp |
| reason | Text | | Reason |
| line_adjustments | JSON | | Line adjustments |
| linked_po_states | JSON | | Linked po states |
| inventory_snapshot | JSON | | Inventory snapshot |

---

### Invoice

**Table:** `invoices` | **Tier:** Core | **File:** `invoice.py:10`
Expand Down Expand Up @@ -2037,5 +2060,5 @@
| UOM Models | 1 | 1 |
| Accounting Models | 4 | 4 |
| Tax Models | 1 | 1 |
| Reference Data Models | 8 | 8 |
| **Total** | **63** | **63** |
| Reference Data Models | 9 | 9 |
| **Total** | **64** | **64** |
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